2Sem.·

More shares in Nebius for the future of AI

I used the setback at $NBIS (+3,78 %) to buy additional shares - I now own 55 shares in the company worth around €3k. I will buy more after further setbacks.

Nebius is in an exciting growth phase: the company is building a world-leading AI infrastructure platform and is benefiting enormously from the increasing demand for powerful cloud solutions for AI applications.

With a focus on highly scalable GPU data centers and cutting-edge proprietary technology, Nebius is driving the next generation of AI workloads. The strategy is based on the expansion of large data centers in Europe and the USA, including significant investments of over 1 billion US dollars in 2025. This includes the use of the latest NVIDIA Blackwell GPUs and cooperation with leading partners such as NVIDIA.

Nebius' vision is to be a specialized "neocloud" provider, bridging the gap between traditional hyperscalers and smaller AI startups with tailored computing resources. The company is pursuing ambitious growth with projected revenues of over 1 billion US dollars (ARR) by the end of 2025 and is expanding its capacity to over 1 gigawatt by 2026.

17 Commentaires

Catpitalist@Catpitalist

2Sem.

$NBIS is the $NVDA arm oh europe

•

Chris@Multibagger

2Sem.

I am also in, have a buy in of 30€

•

Therealstrattonoakmont@Therealstrattonoakmont

2Sem.

That's really strong! Unfortunately, I had the company on my list too late. My buy in is €49

•

Paul@paul_finesse_

2Sem.

Also on my watch.

•

Therealstrattonoakmont@Therealstrattonoakmont

2Sem.

What's stopping you from buying?

••

Paul@paul_finesse_

2Sem.

@TherealstrattonoakmontI'm currently waiting for a slight cooling off or I have two other stocks where I think earnings are exciting and where I could possibly buy.

•

Therealstrattonoakmont@Therealstrattonoakmont

2Sem.

Good luck!

•

Johannes@Johannes1993

2Sem.

Got in at just under €28. Running like hotcakes so far - will top up if there are setbacks 💪

•

Shiya@Shiya

2Sem.

Buy in at €44 with 200 shares, will buy 50 more shares soon. 🚀

•

Therealstrattonoakmont@Therealstrattonoakmont

1Sem.

@Shiya What weighting do you give Nebius? 😮‍💨

•

Shiya@Shiya

1Sem.

@Therealstrattonoakmont too little, with currently 200 units only 12% 😅

•

Chris@Multibagger

1Sem.

@Shiya That's already a lot. When I bought in at €30, they were at 2%, now they are around 4%.

••

batic420@batic420

1Sem.

What makes $NBIS different from other cloud providers that also provide high-performance resources for AI? Think of $MSFT or $AMZN with Azure and AWS.

Both platforms have become extremely well established in the cloud world and are growing every year. As a "competitor", you have to offer something that, ideally, neither of them can solve optimally.

I have not dealt with the company, hence my question 😄

•

Therealstrattonoakmont@Therealstrattonoakmont

1Sem.

$NBIS differs from large providers such as Azure or AWS primarily through its specialization in certain industries or individual AI solutions, greater customer proximity, often more flexible support and tailored services. While the large companies tend to focus on standardized solutions, Nebius can respond more specifically to special customer needs.

•

batic420@batic420

1Sem.

@Therealstrattonoakmont
sounds very exciting to me.
I work in the cloud industry, but haven't had any contact with $NBIS yet - time to change that 😉

•

jpxt@Jpxt0

1Sem.

Biggest difference is that they are way cheaper (unless you’re a large enterprise the hyperscaler really wants to buy the logo) and they are often the first provider in Europe to offer latest NVIDIA chips, including the full stack NVidia software on top (this is a small but substantial difference vs others). True you can run NVidia SW on AWS or Azure, but that will be more expensive as these large players want you to run their 1P services not someone else’s SW. I’m invested in Nebius, but will be make it or break it. Them being an EU HQ company is a selling point to me as they do not have to comply with Cloud Act (hot topic these days). Downside: if you have your data already on a hyperscaler you pay egress to move outside. Let’s see how it goes.

••

jpxt@Jpxt0

1Sem.

And don’t forget this is Nebius group which has a robotics arm as well. That is very early stages but kill be a much more differentiated opportunity. For now they are “just” a hyper specialized GPU provider with a very solid balance sheet

••